Teller, Finance & Banking

Description

Are you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading!

Tropical FCU (TFCU) is a Sun‑Sentinel Top Workplace for eight years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally. Join us for a great employee experience focused on engaging employees and members alike.

As a Branch Teller, you will play an essential role in delivering world‑class service to our members by providing efficient, accurate, and friendly financial transactions. You will be responsible for processing member transactions, promoting credit union products and services, and maintaining a high level of professionalism and compliance with all regulatory requirements. This role will involve achieving performance metrics, including transaction accuracy, member satisfaction, and sales targets, all while contributing to the overall success of the credit union.

As a Branch Teller, you will play an essential role in delivering world‑class service to our members by providing efficient, accurate, and friendly financial transactions. You will be responsible for processing member transactions, promoting credit union products and services, and maintaining a high level of professionalism and compliance with all regulatory requirements. This role will involve achieving performance metrics, including transaction accuracy, member satisfaction, and sales targets, all while contributing to the overall success of the credit union.

• Approach the members and visitors by greeting and welcoming them to the credit union in a courteous, professional, and timely manner, ensuring a world‑class experience every time.
• Accurately process member transactions, including deposits, withdrawals, loan payments, and the sale of cashier’s checks.
• Post transactions to member accounts and maintain accurate member records.
  Balance cash drawers daily and handle cash dispensers, assist with ordering cash, balancing ATMs and other cash dispensers.
• Handle member transactions promptly and efficiently while maintaining a high level of accuracy.
• Achieve optimal transaction handling time, meeting the target while still delivering a superior service experience to members.
• Research and report discrepancies to the supervisor.

• Review member profiles to identify and recommend relevant credit union products and services based on individual needs.
• Actively refer and cross‑sell products and services to enhance the member experience and meet goals.
• Achieve personal referral sales targets by identifying referral and cross‑sell opportunities and utilizing the TFCU Integrity Sales techniques. Work to meet or exceed a target referral and cross‑sell ratio.
• Actively participate in sales promotions and campaigns to meet personal and team goals.

• Make outbound calls to current and potential members to promote, refer and cross‑sell credit union products and services, schedule appointments, and follow up on inquiries.
• Provide members with general and specific information related to credit union products and services.
• Interview the member regarding their financial needs and present the right products and services as solutions.
• Demonstrate and validate for the member based on their financial needs by suggesting suitable products and services.
• Ensure adherence to quality assurance standards for outbound calls, maintaining high service levels and compliance with security standards.

• Alert branch management or Security of any suspicious activity, such as forgery, theft, fraud, kiting, etc.
• Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and other required regulatory compliance documentation.
• Ensure that work area and equipment are clean, secure, and well‑maintained in accordance with credit union policies and procedures.

• Take ownership of the member experience by addressing concerns,…